Avior Wealth Management’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Avior Wealth Management’s Portfolio ETJ Stock Details ETJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-591	Closed	-$4K	–	928
2020 Q1	$4K	Buy	591 +15	+3%	+$135	﹤0.01%	644
2019 Q4	$5K	Buy	576 +14	+2%	+$130	﹤0.01%	652
2019 Q3	$5K	Buy	562 +13	+2%	+$122	﹤0.01%	621
2019 Q2	$5K	Buy	+549	New	+$5.15K	﹤0.01%	645
2019 Q1	–	Sell	-522	Closed	-$4K	–	667
2018 Q4	$4K	Buy	522 +12	+2%	+$110	﹤0.01%	629
2018 Q3	$5K	Buy	510 +12	+2%	+$118	﹤0.01%	630
2018 Q2	$5K	Buy	498 +12	+2%	+$112	﹤0.01%	647
2018 Q1	$4K	Buy	486 +12	+3%	+$112	﹤0.01%	643
2017 Q4	$5K	Buy	474 +11	+2%	+$102	﹤0.01%	643
2017 Q3	$4K	Buy	463 +11	+2%	+$104	﹤0.01%	403
2017 Q2	$4K	Buy	452 +11	+2%	+$102	﹤0.01%	374
2017 Q1	$4K	Buy	441 +13	+3%	+$121	﹤0.01%	417
2016 Q4	$4K	Buy	428 +13	+3%	+$118	﹤0.01%	400
2016 Q3	$4K	Buy	415 +12	+3%	+$117	﹤0.01%	390
2016 Q2	$4K	Buy	403 +11	+3%	+$106	﹤0.01%	387
2016 Q1	$4K	Buy	+392	New	+$3.71K	﹤0.01%	403

Other funds holding ETJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Avior Wealth Management's ETJ Position: Q2 2020 in Review

Avior Wealth Management sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2020, closing a stake of 591 shares — an estimated $4K sold.

Avior Wealth Management first reported a position in ETJ in Q1 2016 and held it in 16 quarters. The position peaked at $5K in Q4 2019. 63 funds tracked by Wall St. Rank hold ETJ as of Q2 2020.

Avior Wealth Management reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q2 2020 after selling out during the quarter.
Avior Wealth Management sold 591 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2020, an estimated $4K.
Avior Wealth Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2016 and held it in 16 quarters.
Avior Wealth Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $5K in Q4 2019.
63 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2020.

Based on Avior Wealth Management's 13F filing for Q2 2020, filed 2 Jul 2020.